Employers must act reasonably when determining whether there exists sufficient notice to initiate the interactive process. Assess the operational needs of the department, considering issues such as: The number of persons employed in the department; The number, type and locations of the units within the department; The type of operation, including the composition, structure, and functions of its workforce, its geographic separateness, and the administrative relationship of the department to the campus; The impact of the accommodation on the operation of the department, including the impact on the ability of other employees to perform their duties and the impact on the department's ability to conduct business; The overall financial resources of the UC system; The impact of the accommodation on campus operations. Please read our Cookie Notice. The use of these forms does not insulate a user from liability or create a presumption that discrimination did not occur. As part of this process, the EEOC recommends that employers: (1) Analyze the particular job involved and determine its purpose and essential functions; (2) Consult with the individual with a disability to ascertain the precise job-related limitations imposed by the individual's disability and how those limitations could be overcome with a reasonable accommodation; (3) In consultation with the individual to be accommodated, identify potential accommodations and assess the effectiveness each would have in enabling the individual to perform the essential functions of the position; and. It was created to assist you while you are recovering. Understand how these limitations impact their essential job functions. "If it wont work, you can show you did all you could have done. Members can get help with HR questions via phone, chat or email. Never assume an employee is disabled. The good news, according to David Fram,director of ADA &EEO services for the National Employment Law Institute, is there's something you can do about it. The interactive process can begin when the employee makes the request. The DFEH has created a sample Request for Reasonable Accommodation package to assist employers and employees in engaging in the interactive process. One way an employer can ensure effective communication with an employee who has requested an accommodation is to promptly schedule a meeting to discuss the employee's request. 2023 %PDF-1.5 Topics covered: Pay & bonuses, salary history, pay transparency, raises, total rewards, and more. Box 370, San Carlos CA 94070 Phone: 650-595-4447 ~ Fax: 866-804-0574 dfreeman@freemanrehabilitationservices.com Interactive Process Here are links to a sample interactive process letter to employees and charts. Employees who are receiving accommodations need to understand that they should let their employers know if there are changes or problems with the accommodation and who specifically to contact. Once the employer has identified the employees limitation that is causing a problem and has identified what that problem is, then the employer is ready to explore accommodation options. Topics covered: Culture, executive buy-in, discrimination, training, equal pay, and more. The purpose of an accommodation is to enable the employee to perform the essential functions of the job. Although he can perform his essential functions without problems, he cannot perform the marginal function of sweeping the steps located throughout the building. What does antisemitic discrimination look like at work? If a Department determines that an employee-requested accommodation is reasonable, the accommodation should be implemented as soon as possible. ET, Webinar Trautman v. Time Warner Cable Texas LLC, 5th Cir., No. Make a request for an accommodation verbally, in writing, and/or using one of the above methods, to the RARC, the agency Workplace Equality Compliance Officer (WECO), a Deciding Official (typically the first line supervisor/manager), the servicing human resources office, or any agency employee connected with the job application process, as % III. The law has helped hundreds of millions of workers in its relatively short history. If the employee cannot provide the necessary information, then medical documentation can be useful. V. If an Employee Declines an Offer of Accommodation, Procedure 36: Classification of Positions, Procedure 60: Layoff and Reduction in Time from Professional and Support Staff Career Positions, Procedure 84: Accommodations for Nursing Mothers, Reasonable Accommodation and the Interactive Process, Family and Medical Leaves of Absence (FMLA/CFRA/PDL), Berkeley Campus Policy/Procedure for Medical Separation, Procedure 84: Accommodations for Nursing Mothers. SAMPLE FORM FORMONITORING ACCOMMODATIONS JAN offers the following sample form as a tool to assist in the interactive accommodation process. Topics covered: HR management, compensation & benefits, development, HR tech, recruiting and much more. If there is more than one option, the employer should consider the preference of the employee. (800) 526-7234 (Voice) | (877) 781-9403 (TTY) | Employer Live Chat, Home| About| For Employers| For Individuals| For Others| On Demand, Feedback| Accessibility| Copyright| Disclaimer| Privacy. If there is any question concerning the nature of the limitation or appropriateness of an accommodation being considered, the supervisor should consult with the Vocational Rehabilitation Counselor in University Health Services. Additionally, don't use negative words as they have a bad impact. Be open to doing things a different way. Topics covered: Talent acquisition, diversity and inclusivity in hiring, employer branding, performance evaluations and more. Dont assume that thecosts of providing the accommodationwill be too expensive. Although this is a request for a change at work, his statement is insufficient to put the employer on notice that he is requesting reasonable accommodation. Select Accept to consent or Reject to decline non-essential cookies for this use. ", Additionally, employers sometimes request or gather too much medical information, Loy said. No Past Recorded Modules for Interactive Process. The law does not require the use of these or any other forms to make a request for a reasonable accommodation or to engage in an effective, good faith interactive process. Fh^F`h The original accommodation was a "transitional accommodation," that is it was intended for a specifically defined purpose and time period has elapsed; The employee indicates that a new accommodation may be necessary; or. Shortly thereafter, the company terminated the plaintiff's employment after she failed to report to work due to child care issues. By using this site, you accept and agree to be bound by these terms. Never assume an employee is disabled. If a disability precludes an employee from performing one or more essential job functions, the Department and employee, in consultation with Vocational Rehabilitation, Employee Relations, and other offices as necessary, should begin the Interactive Process. This documentation may also include the medical practitioners suggestions about potential accommodations. The Americans with Disabilities Act (ADA) requires covered employers to provide effective, reasonable accommodations for employees with disabilities. If the employee requests a type of assistance the supervisor may simply provide it (without any reference to whether the request is disability-related), or the supervisor may ask if the assistance is being requested as an accommodation to a disability (and if the response is affirmative, proceed under campus procedures for accommodating employees with disabilities). Professional Pointer: Employee use of FMLA leave, particularly when the leave taken is intermittent, can be one of the more challenging leave-related situations employers face. An employers duty to initiate the interactive process without a request for accommodation from the employee, Are You In or Out? Necessary information may include documentation of the disability and need for accommodation. (4) Consider the preference of the individual to be accommodated and select and implement the accommodation that is most appropriate for both the employee and the employer. To begin this process, the company downloaded forms from JANs A to Z: Sample Forms. Notice of an employees desire for an accommodation can take a variety of forms, including notice that the employee wants to remain employed (in some capacity). Provide employee with Letter regarding Interactive Process which includes deadlines for paperwork. This agreement should be documented. The employee does not have to formally notify the supervisor or department in writing. This includes information on the essential job functions your employee can and cant do. [See. Should an Accommodation Request Automatically Trigger FMLA? Please note that all such forms and policies should be reviewed by your legal counsel for compliance with applicable law, and should be modified to suit your organizations culture, industry, and practices. Decision-making authority: Department head or designee. @ A B U V n o z { First, the employer must have notice that the employee has a disability. Notice provided to supervisors or managers will be imputed to the employer. Keep up with the story. Resources: Vocational Rehabilitation Counselor, Employee Relations Consultant, Department Human Resources Manager, Employment Analyst, Benefits staff. "), That the supervisor said, "How can I help you? For more information on Reasonable Accommodation and the Interactive Process, please see PPSM Policy 81 and relevant collective bargaining agreements. The interactive process often begins when the employee makes an accommodation request. }); if($('.container-footer').length > 1){ &. Please log in as a SHRM member. ; ta SKN Keep it brief. That the supervisor didn't ask anything medical. It's not a terribly complicated idea, but many employers fall short in the execution. The company denied her request, noting that her position required her to work from the office during normal business hours, including the afternoons. But Fram also advises documenting the following: If there isnt a quick fix, Fram said, then the formal ADA process should started "not by supervisors, but by HR or legal. As part of this assessment process, the ADA requires that an employer engage in a timely, good-faith and meaningful interactive discussion with the employee. "Interactive Process Checklist" any time they talk to the employee regarding these issues. And while it's not a per se requirement, the law favors an "interactive process" for determining whether an effective accommodation is available. While employers may have policies instructing their employees to provide written notice of the need for an accommodation, the employer cannot ignore verbal, visual or other cues. If more accommodation ideas are needed, the employer can ask the employees medical provider for ideas in some cases medical professionals are able to suggest effective accommodations. The sample Options Letter may be modified by an appointing power After complaining to her supervisor, the supervisor talked with HR. $("span.current-site").html("SHRM MENA "); Employee Signature:__________________________________Date:____________ Supervisor Signature:__________________________________Date:____________ # % & = > ? I ^ b h ) , z |n`n h\ B*OJ QJ ^J ph hn B*OJ QJ ^J ph h\ >*B*OJ QJ ^J ph $h\ h\ >*B*OJ QJ ^J ph $h\ hn >*B*OJ QJ ^J ph hn 56OJ QJ \]^J hn hn B*OJ QJ ^J ph h}R OJ QJ ^J hn OJ QJ ^J hn B*OJ QJ ^J ph hn OJ QJ ^J %6 7 C g S T 0 hFj! LinkedIn and 3rd parties use essential and non-essential cookies to provide, secure, analyze and improve our Services, and to show you relevant ads (including professional and job ads) on and off LinkedIn. "Thats what courts will look at: [whether there was] a thorough, fair effort to communicate and find an accommodation. 0 ", Often, supervisors don't recognize an accommodation request or ignore the request, according to Beth Loy, principal consultant with the Job Accommodation Network (JAN), a program funded by a contract with U.S. Department of Labor's Office of Disability Employment Policy. For employers, the hard part often is knowing when to kick off the process according to Adam Sencenbaugh, a partner at Haynes and Boone, LLP. Have employee sign the Medical Release Form (Figure 5) and provide the job description that lists the essential job duties of the position. Reviewing current vacancies within the department. DOCUMENTING CURRENT ACCOMMODATIONS So when, exactly, does an employer have adequate or sufficient notice to initiate the interactive discussion without receiving a request for accommodation from the employee? While she did not submit a formal accommodation request, and the company had concerns that she would be unable to perform certain aspects of her job while at home, it nevertheless allowed her to leave the office in the early afternoon and work from her home for the remainder of the day. It is with the understanding that after each future doctor visits you will provide a medical update indicating either a release to perform the essential functions of your position or information describing updated functional limitations, so that a determination can be made regarding continuation of the temporary accommodation. While employers may have policies instructing their employees to provide written notice of the need for an accommodation, the employer cannot ignore verbal, visual or other cues. Employees Responsibilities: Work within the written medical limitations Provide medical updates of functional limitations If taken off work by your doctor, notify supervisor and [name], ACCES Specialist. If the employee refuses to make a good faith effort to perform the essential functions of his/her job using a reasonable accommodation offered by the supervisor, the employee and supervisor should re-initiate the Interactive Process, working with the department and the Vocational Rehabilitation group, and Employee Relations to identify alternatives. that employee's ability to perform the duties of his or her position, of the various options available to the employee, and to invite the employee to engage in an interactive process to develop an appropriate plan to resolve the employee's work-related medical issues. Expand your toolbox with the tools and techniques needed to fix your organizations unique needs. Finally, the employee says, "I'm really having trouble getting out of bed in the morning. x[OF0Ic{|Y"vB!8$m38t =saOE9/t4d/_u0[,_K1KY3u\p,Q";[N>p '$tB/`;I=`O@b6` {vxsA *;AXN0(/:!Npt"qD?6:u>O3G?Fu0nI hDD1qpa o=^,LT7&Q8`!m+@Y.M7o"ACP9gC0+y=8A+uvoE %}IZ"EwV@_[PZmm[8>^||'=biB@^ru.@{&a[J{h%dyplpy5g}c!@75e! hb```TB ea8 ,2^2o-r `{ iP~ |qW |t3utWD1$1}I? The human resources director informed him that the company policy is to only ask for what is absolutely necessary. Employees last name], We have received your medical release from your doctor, [name] dated [date]. Evaluate whether the employee can perform the job safely. ", "Document the whole thing from start to finish either you did the process or you didnt,"he said. <> Communication is especially important if youve provided any assistive technology or equipment. We are pleased that you are able to [continue/return] to work and that we are able to accommodate the above restrictions. Uncertainty from the start. 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Assuming the proper criteria are met, the next step is for the employer and employee to engage in an "interactive process". The employee does not need to use any magic language when making the request, and need not reference the ADA or specifically use the term reasonable accommodation. This notice triggers the employers obligation to initiate the interactive process. ET, Presented by studioID and Express Employment Professionals, FMLA: The 30-year legacy of a celebrated and complicated employment law. ("I need an anti-glare screen."). 4 0 obj But the FMLA doesnt provide paid leave, and employers say it can be difficult to administer. <> The company was able to edit these forms to fit its needs. <>/Font<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 612 792] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> "Focus on disclosing only information that is need-to-know. An employee should not be asked whether s/he has a disability or any other question about his/her medical condition. The important thing for employers to remember is not to ask for too much information. endobj The following persons will be present at this meeting: [names of meeting participants]. To help determine effective accommodations, the Equal Employment Opportunity Commission (EEOC), recommends that employers use an "interactive process," which simply means that employers and employees with disabilities who request accommodations work together to come up with accommodations. A Transfer Search may be another option. ADA regulations provide that in order to determine an appropriate reasonable accommodation, it may be necessary for the employer to initiate an informal, interactive process with the individual with a disability in need of the accommodation. 29 C.F.R. var currentLocation = getCookie("SHRM_Core_CurrentUser_LocationID"); Accommodation options will be considered in discussions with the employee. Employers must initiate an interactive process when an applicant or employee requests reasonable accommodations. No Upcoming Events for Interactive Process. The standard of proof required here is low: when an employee continues to come to work, and continues to perform at least some of his or her essential duties, employers are encouraged to proceed with the interactive process. ", In concluding that the plaintiff's ADA failure-to-accommodate claim also could not proceed, the court pointed to her failure to engage in the interactive process required by the ADA, including her refusal to try leaving the office at 4 p.m., as proposed by the company, or explore public transportation options to address her traffic-related anxiety. <> ", Sencenbaugh said that when ADA issues are intertwined with performance issues, employers should always consider how its actions will look to the employee and to a jury a year from now. If there is a termination, he said, all the cards are on the table. Asking for all medical records will rarely, if ever, meet this test. This notice does not need to disclose the employees specific condition. Featuring Executive Search, our new arm of recruiting just for our clients at UC Berkeley. Initially, the plaintiff's FMLA paperwork indicated that she required the ability to leave early when she experienced her traffic-related anxiety "flare-ups." The point of the process is to remove barriers that keep people from performing jobs that they could do with some form of accommodation. As a result, the company approved the plaintiff's use of one hour of FMLA leave per week for a period of six months. The procedures apply for employees covered by the Americans with Disabilities Act (ADA), The California Fair Employment and Housing Act and/or Sections 503/504 of the 1973 Rehabilitation Act. (Marginal functionsare responsibilities that, once altered or removed, dont change the primary purpose of the job.) (Supervisors should stay out of medical details as much as possible, Fram said.). Please purchase a SHRM membership before saving bookmarks. For example, if an employee who uses a wheelchair requests that his desk be placed on blocks to elevate the desktop above the arms of the wheelchair and the employer complies, an appropriate accommodation has been requested, identified, and provided without the need for a formal process. Organizations dont invest enough time looking for accommodation options and dont document where/how they have looked, said Loy. "If there is one, go ahead and just do it." The Central Services teams provide critical HR-related services to nearly all of the Berkeley campus, including records management and visa documentation. + : UNIVERSITY OF CALIFORNIA, SAN DIEGO EMBED Word.Picture.6 SANTA BARBARA ( SANTA CRUZ BERKELEY ( DAVIS ( IRVINE ( LOS ANGELES ( MERCED ( RIVERSIDE ( SAN DIEGO ( SAN FRANCISCO Reasonable Accommodation Agreement Date: Dear [Mr./Ms. Virtual & Washington, DC | February 26-28, 2023. One member of the crew wears a prosthetic leg which enables him to walk very well, but climbing steps is painful and difficult. Under the regulations, the interactive process obligation is triggered by knowledge of the need for an accommodation. 9o!S&GdpGm!xXrpyMjmuQw) 4=+Ah}S:2u [SHRM members-only toolkit:Accommodating Employees' Disabilities], In holding that the ADA discrimination and FMLA retaliation claims could not proceed to trial, the court noted the company's legitimate basis for its termination decisionnamely, excessive absenteeism and the well-established principle that "an employee's failure to show up for work is a legitimate reason for firing her." Because changes occur, employers may need to periodically check on the ongoing effectiveness of accommodations. The following list provides some guidelines. The Interactive Process is the way in which employees, supervisors, and their departments arrive at a reasonable accommodation. Remember when consulting with outside resources, employers must comply with the confidentiality rules of the ADA. Essential functionsare the basic job duties that an employee must be able to perform. If there is no solution, the best thing is your documentation showing that you did explore accommodation options. ", "Clarity is important," he said, "and getting things in writing adds to clarity. When the economy is unstable, employers are faced with difficult decisions around staffing, pay and benefits. 4 Your session has expired. The law requires that employees and employers engage in the Interactive Process. endobj This is a request for a reasonable accommodation. <> $(document).ready(function () { <>>> Zappos. } ", Often, employers cause a breakdown in the interactive process because they're just not trying hard enough. The sample policy, written by a law firm, notes that it is intended to aid employers in meeting their obligations under the Americans with Disabilities Act (ADA), as amended, and states that the accompanying sample forms are for "informational, educational, and/or training purposes only." If an accommodation is not considered reasonable, refer to Sections IV and V below. endstream endobj 185 0 obj <>/Metadata 16 0 R/Pages 182 0 R/StructTreeRoot 32 0 R/Type/Catalog>> endobj 186 0 obj <>/MediaBox[0 0 612 792]/Parent 182 0 R/Resources<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI]>>/Rotate 0/StructParents 0/Tabs/S/Type/Page>> endobj 187 0 obj <>stream If it is a written letter, include a handwritten signature. Example C: A new employee, who uses a wheelchair, informs the employer that her wheelchair cannot fit under the desk in her office. This button displays the currently selected search type. hn CJ ) $ % A B c ) * 6 gd] F^F 8$$d &d N P )#P $$d &d N P a$-D(M But this all counts as the interactive process. This process is initiated either by: The employee's written or verbal request for assistance, or. h* e N N N h* e e }* N e e f* N f* r ) T * y d b) R* * 0 * p) 0 v p 0 * 0 e * D 8 t h* h* * N N N N 0 " The following is a brief summary of the Interactive Process: Step 1 Invite the employee to participate in assessing return-to-work options and alternatives The CA Dept. If everything is working well, she continues to check in every six months. stream Build specialized knowledge and expand your influence by earning a SHRM Specialty Credential. Read more Ask your employees if they have any thoughts on what might help. A lot of times we can find an accommodation., Fram agreed: When you get into anyof this, call JAN, he advised. When a request is made, employers should first look for a quick, simple and easy solution,Fram said. temp_style.textContent = '.ms-rtestate-field > p:first-child.is-empty.d-none, .ms-rtestate-field > .fltter .is-empty.d-none, .ZWSC-cleaned.is-empty.d-none {display:block !important;}'; Don't hide your interactive process requirement, rather publicize it. 2 0 obj Any extension of this agreement beyond this will be decided on a case-by-case basis and will be dependent upon additional information from your doctor and upon the needs of the department at that time. The ADA requires an "interactive process" between a disabled employee and her employer in the search for a reasonable accommodation. ", "If youre trying to determine whether an accommodation will work, good documentation and particularly a good and accurate job description"are key, said Sencenbaugh. Under the ADA, when an employee requests an accommodation and the disability and need for accommodation are not obvious, then the employer can request medical documentation to help determine whether the employee has a disability and needs the requested accommodation and information to help process the accommodation request.
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